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State Street SPDR Portfolio TIPS ETF
SPIP

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$360K – – –
SC
102
Savant Capital
Illinois
$347K -$10.1K -386 -3%
CWM
103
Collaborative Wealth Management
Florida
$344K -$41.6K -1,592 -11%
BWMG
104
Barnes Wealth Management Group
California
$341K +$9.15K +350 +3%
GRP
105
Global Retirement Partners
California
$338K -$80.7K -3,086 -19%
WI
106
WBI Investments
New Jersey
$334K -$11K -419 -3%
RCA
107
Resonant Capital Advisors
Wisconsin
$320K -$531K -20,307 -63%
KBFS
108
Kohmann Bosshard Financial Services
Ohio
$319K – – –
KFGK
109
Keystone Financial Group (Kentucky)
Kentucky
$319K -$30.2K -1,155 -9%
KAS
110
Kestra Advisory Services
Texas
$312K -$88.3K -3,377 -22%
LCG
111
Lynx Capital Group
Ohio
$308K – – –
WA
112
Waverly Advisors
Alabama
$305K -$23.4K -897 -7%
MWM
113
Maridea Wealth Management
New York
$305K -$4.18K -160 -1%
FSG
114
Financial Strategies Group
Michigan
$287K +$2.01K +77 +0.7%
AWM
115
Accel Wealth Management
Iowa
$279K -$66.9K -2,561 -19%
FFA
116
Farther Finance Advisors
California
$274K -$19.6K -751 -7%
GEA
117
Glen Eagle Advisors
New Jersey
$272K -$3.14K -120 -1%
SOS
118
Silver Oak Securities
Tennessee
$272K +$52 +2 +0%
DA
119
Detalus Advisors
Missouri
$267K +$24.8K +950 +10%
CI
120
Cordant Inc
Oregon
$257K – – –
HWM
121
HB Wealth Management
Georgia
$251K -$5.04K -193 -2%
BS
122
Banco Santander
Spain
$251K – – –
NWM
123
Northwest Wealth Management
Iowa
$251K +$2.95K +113 +1%
GF
124
Gries Financial
Ohio
$250K -$56K -2,141 -18%
ML
125
McAdam LLC
Pennsylvania
$234K -$8.89K -340 -4%
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5
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